How to Search for a Shareholder Using Filters?

A shareholder holds shares or units of interest in the financial asset of a company that distributes the profit in the form of dividends. Check out our support guides to learn how to add and update shareholder on Eqvista. 

If you are using Eqvista, you are already aware that you can search for a shareholder profile. It keeps track of all your shareholder records and previous valuation results.

Here are the steps to follow:

Step 1: Log into your Eqvista account and select the company account to search for a shareholder profile. 

On the dashboard, click on “Shareholders” on the left-hand side of the dashboard.

Step 2: Then, you will see all the shareholders created.

Note: You must have a shareholder profile created. If there are 20 shareholders in your company profile and you want to add more, kindly upgrade your account. 

Step 3: Once you do this, type the name or email of the shareholder in the search bar. The shareholder name or email that matches the searched word will appear. In this case, we are going to type the first few letters of the shareholder’s name in the search bar.

Step 4: If you want to narrow down your search results based on a specific criterion, then apply the “Filters” option. 

Under filters, you will see there are multiple options based on type and status – shareholder, employee, investor, board member, founder, not invited, and account owner.  

In this instance, the options for the filter are Shareholder and Not Invited. The shareholder that matches the criteria will appear as shown below.

For more information on Eqvista’s other features, check out our support articles and knowledge base. To get started, contact us right now!